The Drake Pay Manager is a web application where you can view detailed information about transactions processed through Drake Pay. After you have applied and been approved for Drake Pay, configure access for each preparer by adding the Drake Pay Manager application to your Drake User Manager.

Granting Access

1. Log in to the Drake User Manager using your SSO credentials.

2. Select Manage Accounts.

   Note  You must be an admin on the Drake User Manager for this option to be available.

3. Select the user from the list and click Application Access.

4. From the Applications drop list, choose Drake Pay Manager.

5. Select the applicable role and click Submit.

6. The application Drake Pay Manager appears on the Applications tab for that user.

After access has been configured, launch the application from the Drake User Manager (shown below) or by going directly to https://drakepay.drakesoftware.com/manager.

Overview

There are two tabs of the Drake Pay Manager:

• Transactions – View transaction statuses and details, or collect a New Charge (payment) for in-person clients.

• Payment Requests – View payment request details and send digital invoices to clients, which can be paid via a unique Drake Pay payment page.

The main Transactions tab lists each attempted transaction and its details, including the Date, Status, and Amount. Use the Search field or apply a Status Filter to easily locate transactions.

To view additional transaction details, click the transaction row.

If a payment needs to be refunded, click the Refund button at the bottom-left of the Transaction Details window.

Collecting Payments

The Drake Pay Manager can be used to collect payment for services that are not directly related to tax return preparation; however, payments must be collected remotely (via a sent invoice and the Drake Pay payment portal) or by manually entering client credit or debit card information.

Remote Transactions (Payment Requests)

With Drake Pay, you can send payment requests to clients, allowing them to pay their bill wherever they are and at their convenience.

When you send a payment request to a client, the client receives an email, stating who the charge is from, how much they owe, and a payment link. Upon opening the link, the client is redirected to a Drake Pay payment page and prompted to pay the amount due by entering their credit or debit card information. Once the payment is submitted, the client receives a PDF receipt of their transaction via email, and the preparer receives an email confirming the payment. Payment requests can be canceled or resent any time prior to being paid.

For more information, see Drake Pay – Sending Payment Requests .

In-Person Transactions

To make an in-person transaction using the Drake Pay Manager:

1. Log in to the Drake Pay Manager using your Drake Software credentials. See above for information on granting access to the Drake Pay Manager.

2. On the Transactions tab, click New Charge.

3. Complete all Payment Details, including the charge Amount, a description of the charge (Memo), the customer’s name, payment information, and email.

   

4. Submit the payment. If you entered a Receipt Email, your client receives a PDF receipt of the transaction.

   

Completed payments appear in both the Drake Pay Manager and the Infinicept^® Back Office Portal.

Declined Transactions

If a transaction is declined, the following message is shown on the transaction window.

The Transaction Details on the Drake Pay Manager show that it was declined: